- Moneycorp (Stamford, CT)
- …industry sales strategies in alignment with the ICP target, to achieve new client acquisition and revenue growth for the organization. Build and foster a ... prospective businesses to cultivate new avenues for GTM. Collaboration Partner and interact closely with the Sales Team to...staff. Daily usage of D365 to maintain upto date client records. Real time input, tracking and forecasting of… more
- Pioneer Management Consulting (Minneapolis, MN)
- …execution. In this role, you will serve as a trusted advisor to client leaders, helping them envisionwhat'spossible with AI, define pragmatic roadmaps, and deliver ... to meet you. What You'll Do Lead & Advise Serve as a day-to-day client lead for AI initiatives, advising executives and senior leaders on AI capabilities,… more
- Hampton Strategies (New York, NY)
- …investor onboarding and servicing, including review of subscription materials, client diligence verification, transfer requests, and responses to investor legal ... maintain core legal and compliance documentation, including Form ADV, client agreements, policies, and internal governance materials. Cross-Functional Collaboration … more
- Qvest Group (New York, NY)
- …initiatives. Evaluate and recommend tools, platforms, and technologies aligned to client use cases and industry best practices. Oversee and review system ... flow diagrams, and interface specifications. Guide technical delivery teams and partner vendors, ensuring successful execution of designs and alignment to… more
- Sedgwick Claims Management Services Ltd (San Diego, CA)
- …clients and associations; to develop and participate in delivery of the client risk control service plans; to manage large engagements requiring multiple analysts; ... specialize in one or more fields or areas of client need; to facilitate risk mitigation methods, procedures and...Sedgwick is the world's leading risk and claims administration partner , which helps clients thrive by navigating the unexpected.… more
- BCCI Construction Company (San Francisco, CA)
- …for single and/or multiple projects to ensure quality control, profitability, and client satisfaction. The primary objective is to ensure client satisfaction ... and exercise project management responsibilities and tasks as required to meet client project goals. Assist in coaching, mentoring, and training of Project Engineers… more
- PlanWiser Financial LLC (Colorado Springs, CO)
- …and financial planning solutions. Known for our unwavering dedication to client -first services and a collaborative company culture, we're passionate about promoting ... in tax preparation and planning via Intuit Pro Series, Salesforce, and QuickBooks. Partner with the owner to evaluate and possibly transition from Intuit Pro Series… more
- Visit Seattle (Seattle, WA)
- …Industry & Community Representation Represent Visit Seattle in professional organizations, partner collaborations, at trade shows, client events, and sales ... including goals and incentives, measurement systems, effective and innovative client development initiatives, CRM, reporting, data integrity, budget management and… more
- IG Group (Chicago, IL)
- …markets, including shares, forex, indices, and commodities. Our core values-Champion the Client , Learn Fast Together, and Raise the Bar-drive our commitment to ... delivering innovative technology and exceptional client service.IG Group is undergoing a significant transformation, led by CEO Breon Corcoran, appointed in early… more
- Flagstar Bank (Beverly Hills, CA)
- …risk, identifying industry trends and economic factors impacting credit quality.* (15%) ** Client & Executive Leadership** Engagement: Serve as a strategic partner ... a macro level, identifying patterns and trends that inform credit strategy.* Client & Executive Engagement: Strong ability to interact with senior leadership, legal… more
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